Theodore Liftman Insurance, Inc. Financial Insurance

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	Directors & Officers / Errors & Omissions Insurance

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	Independent Directors Liability Insurance

9/1/2008
Important NEW Change to Bonding Requirements for ERISA Advisors
There is an important new modification this year to the Employee Retirement Income Security Act of 1974, as amended (ERISA).

9/1/2008
A Message from Theodore Liftman, Chairman of the Board
This year, Liftman Insurance celebrates our 51tst year in the insurance business. During that time, we've seen many other insurance agencies come and go.

Directors & Officers/Errors & Omissions Liability Insurance

This insurance (also known as Mutual Fund D&O/E&O insurance) protects the mutual fund, its officers, directors and employees in the event they are sued by clients for any actual or alleged negligent act, error or omission committed in the scope of performing the services of a mutual fund. Coverage includes legal defense costs even where allegations are baseless.

Lawsuits can arise even if you have not violated any laws. And even if the court rules in your favor, the cost of defending yourself could be prohibitive. Errors and Omissions insurance protects your business against claims like those cited above and also covers your legal fees.

Click here to download an Application for Mutual Fund Directors & Officers/ Errors & Omissions Liability Insurance.

Click here to download Mutual Fund Directors & Officers/Errors & Omissions Liability Insurance Claim Scenario 1.

Click here to download Mutual Fund Directors & Officers/Errors & Omissions Liability Insurance Claim Scenario 2.

Theodore Liftman Insurance, Inc. | 101 Federal Street, Boston, MA 02110-1827 | Phone: 617-439-9595 | To email us, click here